Marshall Wace
TOI icon

Marshall Wace’s The Oncology Institute TOI Stock Holding History

Marshall Wace’s Portfolio TOI Stock Details TOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.05M Buy
342,265
+161,965
+90% +$497K ﹤0.01% 2114
2025
Q4 		$642K Buy
180,300
+155,136
+616% +$575K ﹤0.01% 2140
2025
Q3 		$87.8K Sell
25,164
-1,451,782
-98% -$4.97M ﹤0.01% 2672
2025
Q2 		$3.03M Buy
+1,476,946
New +$3.69M ﹤0.01% 1373
2024
Q1 		– Sell
-39,282
Closed -$80.1K – 2846
2023
Q4 		$80.1K Buy
+39,282
New +$68.1K ﹤0.01% 2057
2021
Q4 		– Sell
-252,439
Closed -$2.5M – 4359
2021
Q3 		$2.5M Buy
252,439
+1,400
+0.6% +$13.9K 0.01% 1388
2021
Q2 		$2.5M Hold
251,039
– – 0.01% 1269
2021
Q1 		$2.5M Buy
251,039
+1,071
+0.4% +$11.4K 0.01% 1203
2020
Q4 		$2.7M Hold
249,968
– – 0.02% 818
2020
Q3 		$2.59M Buy
+249,968
New +$2.6M 0.02% 738

Other funds holding TOI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
JAIC
Josh Arnold Investment Consultant Edina, Minnesota $117M AUM 26.5% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $607M AUM 57.92% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return